Samuel Braun

Build an own book of business as advisor to intermediaries and (U)HNWIs / Market region: Russia/CIS/ECE

Acquisition and on-boarding of intermediaries (ie family offices, independent wealth managers, banks) Acquisition and on-boarding of UHNWIs Advising UHNWIs and intermediaries Negotiation of co-operation agreements Lombard loans - credit structuring and assessment Due diligence on private individuals, intermediaries and transactional due diligence Coordination and management of specialists

Coordination of an assistant pool (organisation, resource planning, communication, technical support and supervision) Management of team managers client book Portfolio construction and management of small portfolios (single line bonds, money market investments, ETFs, mutual funds and precious metals) Credit (indemnities, lombard loans and overdrafts) and assessment of collateral

Opening of private individual and legal entity accounts Trade order execution of all asset classes Internal and external correspondence Processing of payment orders Administration and maintenance of debit and credit cards Administration and documentation of indemnities, overdrafts and lombard loans Administration of private bankers’ activities Preparation of meetings and business trips Daily controls and oversights

Banking and Finance